ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,633,472 | -14.9% | 114,622 | -10.8% | 0.20% | -16.9% |
Q2 2023 | $20,711,139 | +34.5% | 128,489 | +26.6% | 0.24% | +25.4% |
Q1 2023 | $15,401,535 | +5.8% | 101,486 | +1.2% | 0.19% | -2.6% |
Q4 2022 | $14,553,178 | +12.4% | 100,318 | -0.4% | 0.19% | -2.5% |
Q3 2022 | $12,951,000 | +0.8% | 100,769 | +7.8% | 0.20% | +2.6% |
Q2 2022 | $12,854,000 | +2.9% | 93,508 | +16.7% | 0.19% | +12.8% |
Q1 2022 | $12,491,000 | +50.3% | 80,149 | +51.1% | 0.17% | +37.6% |
Q4 2021 | $8,310,000 | +14.6% | 53,045 | +6.4% | 0.12% | +3.3% |
Q3 2021 | $7,253,000 | -3.0% | 49,851 | -1.6% | 0.12% | -11.0% |
Q2 2021 | $7,480,000 | +16.3% | 50,681 | +11.4% | 0.14% | -1.4% |
Q1 2021 | $6,430,000 | +14.0% | 45,484 | +3.3% | 0.14% | +3.0% |
Q4 2020 | $5,638,000 | -54.2% | 44,039 | -59.8% | 0.13% | -32.0% |
Q3 2020 | $12,297,000 | +144.9% | 109,462 | +135.9% | 0.20% | +35.9% |
Q2 2020 | $5,021,000 | +29.6% | 46,409 | +15.3% | 0.14% | +25.0% |
Q1 2020 | $3,875,000 | -34.4% | 40,236 | -11.4% | 0.12% | -15.3% |
Q4 2019 | $5,907,000 | +151.5% | 45,405 | +130.3% | 0.14% | +44.2% |
Q3 2019 | $2,349,000 | +97.7% | 19,718 | +93.5% | 0.10% | +82.7% |
Q2 2019 | $1,188,000 | +8.7% | 10,189 | +5.1% | 0.05% | -10.3% |
Q1 2019 | $1,093,000 | -13.5% | 9,696 | -22.3% | 0.06% | -72.6% |
Q4 2018 | $1,264,000 | – | 12,479 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantitative Advantage, LLC | 663,169 | $62,185,000 | 15.53% |
FIRST HAWAIIAN BANK | 804,869 | $75,473,000 | 12.34% |
AFFINITY WEALTH MANAGEMENT LLC | 159,564 | $14,962,000 | 11.97% |
LVZ, Inc. | 171,905 | $16,120,000 | 11.94% |
Berkshire Money Management, Inc. | 417,343 | $39,134,000 | 11.71% |
Valmark Advisers, Inc. | 5,267,779 | $493,960,000 | 11.50% |
Efficient Advisors, LLC | 431,367 | $40,449,000 | 9.25% |
TD Ameritrade Trust Co | 374,344 | $35,469,000 | 8.61% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 311,512 | $28,611,000 | 8.20% |
Betterment LLC | 968,790 | $90,843,000 | 7.94% |